| Fund Name |
1 Month | 6 Months | 1 Year | 2 Years Annualised | 3 Years Annualised | 5 Years Annualised |
|---|---|---|---|---|---|---|
| Investment Funds High Growth Fund | 0.77% |
5.75% |
23.37% |
|||
| Investment Funds Growth Fund | 0.79% |
5.46% |
21.01% |
16.31% |
5.33% |
7.91% |
| Investment Funds Balanced Fund | 0.76% |
5.18% |
17.96% |
13.31% |
3.74% |
5.68% |
| Investment Funds Conservative Fund | 0.84% |
4.63% |
13.03% |
8.40% |
1.06% |
1.99% |
| Homes and Income Fund | 0.57% |
3.14% |
| Fund Name |
1 Month | 6 Months | 1 Year | 2 Years Annualised | 3 Years Annualised | 5 Years Annualised |
|---|---|---|---|---|---|---|
| Investment Funds NZ Share Fund | 0.30% |
2.85% |
10.14% |
6.66% |
-1.47% |
3.07% |
| Investment Funds NZ Bond | 0.51% |
4.78% |
11.68% |
5.59% |
-0.10% |
-0.57% |
| Investment Funds NZ Cash Fund * | 0.50% |
2.19% |
6.93% |
|||
| Investment Funds Hedged Global Share Fund | 1.23% |
8.81% |
31.62% |
|||
| Investment Funds Unhedged Global Share | -0.15% |
3.44% |
26.28% |
|||
| Investment Funds Hedged Global Bond | 1.17% |
4.13% |
9.82% |
These returns are to 30-09-2024 and are before tax and after fund management fees. Past performance is not necessarily an indicator of future performance and return periods may differ.
* This return includes the performance of the Defensive Investment Fund before the 1st of July 2024.